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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,054 | $124,330-77.4% | $109,173-74.3% | $167,536-83.3% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 34.11% | 26.04%+8.1pp | 25.75%+8.4pp | 478.82%-444.7pp |
| Employer contribution / active EE | $1,009 | $4,209-76.0% | $3,723-72.9% | $4,839-79.2% |
| Participant deferral / active EE | $2,315 | $5,256-56.0% | $4,654-50.2% | $6,342-63.5% |
| Admin fee / account holder | $42 | $7,974-99.5% | $6,755-99.4% | $12,315-99.7% |